IA

IFG Advisory Portfolio holdings

AUM $1.99B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.35M
3
+$3.29M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
HD icon
Home Depot
HD
+$1.7M

Top Sells

1
+$6.94M
2
+$5.77M
3
+$3.48M
4
TREE icon
LendingTree
TREE
+$1.63M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.53M

Sector Composition

1 Healthcare 7.82%
2 Technology 6.78%
3 Financials 6.4%
4 Industrials 4.52%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$375K 0.08%
+5,137
227
$374K 0.08%
6,077
+545
228
$373K 0.08%
2,892
-49
229
$371K 0.08%
10,746
+929
230
$368K 0.08%
+13,009
231
$367K 0.08%
7,284
-557
232
$365K 0.08%
2,243
-5
233
$363K 0.08%
2,931
+108
234
$362K 0.08%
32,704
-1,848
235
$360K 0.08%
3,767
+362
236
$360K 0.08%
28,905
-1,710
237
$358K 0.08%
19,317
+1,944
238
$357K 0.08%
4,116
-26
239
$357K 0.08%
3,979
-254
240
$354K 0.08%
5,514
+287
241
$348K 0.08%
+1,897
242
$348K 0.08%
23,903
+1,455
243
$345K 0.08%
6,411
+82
244
$345K 0.08%
1,659
-630
245
$341K 0.08%
5,398
+198
246
$341K 0.08%
5,790
-10
247
$340K 0.08%
4,046
+530
248
$338K 0.08%
2,087
+461
249
$336K 0.07%
10,815
+741
250
$332K 0.07%
10,388
+2,928
8 9
10
11 12